Gerald L Rushfelt
2014Annual
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Pull out the substance of this filing.
What was filed
93
investments
1
positions
4
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #
- Membership Dues
- Reduced Membership Dues
- LP. Morgan Chase Bank, NA
As filed
Life Ins. VA, Whole Life,.- Philadelphia, PA — Int/Div
US. Savings Bonds — Interest
FIDELITY MANAGEMENT TRUST CO {IRA - Mutual Funds) - #1 (H) — Int/Div
Pimco Total Return Administrative Shs (PTRAX)
Pimco Short Term Administrative Shs (PSFAX) — Sold (part)
Pimco Short Term Administrative Shs (PSFAX) — Sold
Fidelity Total Bond (FTBFX) — Sold (part)
Fidelity Total Bond (FTBFX) — Buy (add'l)
Strategic Advisers Small-M Cap Fd fika Fidelity (FSCFX) — Buy (add'l)
Strategic Advisers Small-M Cap Fd fika Fidelity (FSCFX) — Buy (add'l)
Strategic Adv Intl Fund fk/a Fidelity PAS Intl F(FILFX) — Buy (add'l)
Strategic Adv Intl Fund fk/a Fidelity PAS Intl F(FILFX) — Sold (part)
Morgan Stanley Smith Bamey Brokerage (H) Account (X)
Strategic Adv Intl Fund fk/a Fidelity PAS Intl F(FILFX) — Sold (part)
Strategic Advisers US Oppty Fund f/k/a Fidelity US(FUSOX) — Sold (part)
Strategic Advisers US Oppty Fund f/k/a Fidelity US(FUSOX) — Sold
Templeton Global Bond Class A (TPINX)
Strategic Advisers Value Fund (FVSAX) — Buy (add'l)
Strategic Advisers Value Fund (FVSAX) — Sold (part)
Strategic Advisers Value Fund (FVSAX) — Sold (part)
Strategic Advisers Value Fund (FVSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Buy (add'l)
Strategic Advisers Core Fund (FCSAX) — Buy (add'l)
Strategic Advisers Core Fund (FCSAX) — Buy (add'l)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Emerging Markets (FSAMX)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Sold (part)
Strategic Advisers Income Opportunities (FPIOX) — Sold (part)
FIMM MMKT Inst. CHIFNSXX) — Buy (add'l)
Merger Fund (MERFX)
Strategic Advisers Short Duration Fund (FAUDX) — Sold (part)
Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l)
Arden Alternative Strategies Cl Conf (ARDNX)
Blackstone Alterntv Multi Manager (BXMMX) — Buy (add'l)
MERRILL LYNCH IRA ACCOUNT (H)
Cash, /k/a/ Beyond Banking - Money Account — None
Bank of America NA RASP /k/a/ ML Bank USA RASP - Cash Account — None
American Funds Inc. Fund of America Cl F2 (AMEFX f/K/alFAFX) FAFX) — Int/Div — Sold (part)
First Eagle Global Class (SGX f/k/a (FESGX) — None
Pioneer Strategic Income Fund C1'Y (STRYX x/a/ PSRCX) — Int/Div
BROKERAGE #1 - Merrill Lynch Account (Hy
Cash, fik/a Beyond Banking - Money Account (X) — None
ML Bank Deposit Program f/%/a ML Bank LSA RASP (X) — Interest
Franklin Income Fd ADV (FRIAX f/k/a FCISX) — Int/Div
Black Rock Global Allocation Fd Inc Inst] (MALOX fxs MCLOX) — Int/Div
Ivy Asset Strategy Fund CII (IVAEX f/k/ a WASCX) — Int/Div
American Capital Income Builder Fd C1 F2 (CAIFX xa CIBCX) — Int/Div
Blackrock National Muni Fund Inst) (MANLX Xa MFNLX) — Int/Div
First Eagle Global C1 1HSGIX f/k/a FESGX) — None
Franklin US Govt Secs Fd Adv Cl (FUSAX (X/aFRUGX) — Int/Div — Sold (part)
Nuveen Kansas Municipal Bond FD C1 1 (FRKSX 'k/a FCKSX) — Int/Div
Americam Funds American Balanced Fund Cl F2 (AMBFX fk/a BALCX) — Int/Div
Blackrock Multi Asset Income Portfolio Inst (BIICX f/k/a BCICX) — Int/Div
UMB Bank, na, Overland Park, KS accounts — Interest
American Century IRA (H) — Int/Div
One Choice Portfolio: Moderate (AOMIX)
Trust # (Income Beneficiary) (H)
160 Acres of farm land m Grant County, KS — Rent
Linn Operating Co. gas lease, Grant Co, KS (Rovalty) — Rovalty
Pioneer Natural Resources, gas lease, Grant County, KS(Y) — Rovalty — with line 66)
First National Bank. Overland Park. KS — Interest
Variable Annuity-Ohio National Life Insurance Co.
IRA - Sunlife Assurance Co
Amencan Century Growth Fund — Int/Div
Amencan Century Equity Growth Fund xX) — Int/Div
First TR Interm Dur Prf & Inc Fd — Int/Div
Clearbridge Amem Engy MLP Fnd — Int/Div
Cushing MLP Premier C — Distribution — Sold
Morgan Stanley Bank NA — Interest
SG Ranac Rty 6ML — Interest — Sold
Lehigh Gas Partners LP — Distribution
Center Coast MLP Focus — istnbution
KKR Income Opportunities Fund — Int/Div
Morgan Stanley Bank — Interest
IRA - Morgan Stanley & Co
Central Bank of the Midwest f/k/a/ Metcalf Bank - Accounts — Interest
GPH Family Tree LLC loan - note receivable
Elizabeth Ann Page Trust
Ist Nat'l. Bank of Omaha, {/k/a 1st N.B Overland Park KS — Interest
Chase Home Finance LLC - Mortgagee — None
Morgan Stanley Smith Bamey Variable Rate Annuity - IRA
Learning Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — None — Buy (add'l)
Learning Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — Sold (part)
Learning Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — Buy (add'l)
Learning Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — Sold (part)
Co-Trustee, Trust #
Gift — Membership Dues — Amencan Bar Associaton — $150.00
Gift — Reduced Membership Dues — Intemational Society of Barnisters — $475.00
Gift — Membership Dues — American Board of Tnal Advocates — $500.00
Gift — Membership Dues — American College of Trial Lawyers — $700.00
Liability — LP. Morgan Chase Bank, NA — Mortgage on residence of adult child in Portland, OR
Lime 67: Pioneer Natural Resources conveyed its interest as lessee of its oil and gas lease to Linn Operating Co. on July 1, 2014. The reportring person (trustee)
Wats Hot privy or a party to that transaction, but the trust did receive some royalty income from Pioneer for 2014 production that preceded the transfer of the lease
to Linn,
Lines 69 through 83, 85, 86, 88 and 89: All of the assets listed on these lines are the sole financial terest or responsibility of another individual in reporting
person's household and are not reportable assets. They are not derived from the assets, income or activities of the reporting person. The reporting person does not
derive or expect to derive a benefit from them, and he has no knowledge about them, except for the limited information stated on these lines.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.